MyCase Integrations

Name: Zapier
Availability: InStock

Put MyCase to work with AI and enterprise-grade automation

Automate smarter with MyCase and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Gmail

Email, Google

HubSpot

Marketing Automation

ClickUp

Project Management

Mailchimp

Marketing Automation

Google Drive

File Management & Storage, Google

LeadConnector

Marketing Automation

LEX Reception

Customer Support

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Gmail

Email, Google

HubSpot

Marketing Automation

ClickUp

Project Management

Mailchimp

Marketing Automation

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Gmail

Email, Google

HubSpot

Marketing Automation

ClickUp

Project Management

Mailchimp

Marketing Automation

Google Drive

File Management & Storage, Google

LeadConnector

Marketing Automation

LEX Reception

Customer Support

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create new leads in MyCase for every new invitee in Calendly
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Calendly + MyCase
Create and update Microsoft Outlook contacts when new or updated people are added in MyCase
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MyCase + Microsoft Outlook
Create new leads in MyCase from new submissions in Jotform
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Jotform + MyCase
Create contacts in Google Contacts for newly added or updated persons in MyCase
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MyCase + Google Contacts
Create new MyCase events from new Microsoft Outlook calendar events
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Microsoft Outlook + MyCase
Create tasks in MyCase when new or updated leads are added in MyCase
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MyCase

Create new leads in MyCase for every new invitee in Calendly

Details

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Calendly + MyCase

Create and update Microsoft Outlook contacts when new or updated people are added in MyCase

Details

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MyCase + Microsoft Outlook

Create new leads in MyCase from new submissions in Jotform

Details

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Jotform + MyCase

Create contacts in Google Contacts for newly added or updated persons in MyCase

Details

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MyCase + Google Contacts

Create new MyCase events from new Microsoft Outlook calendar events

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Microsoft Outlook + MyCase

Create tasks in MyCase when new or updated leads are added in MyCase

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MyCase

Create Gmail labels for newly-added MyCase cases

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MyCase + Gmail

Convert new matters in Lawmatics into cases in MyCase

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Lawmatics + MyCase

Create new tasks in MyCase for every new voicemail in RingCentral

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RingCentral + MyCase

Create new MyCase events for every new Acuity Scheduling appointment

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Acuity Scheduling + MyCase

Create MyCase leads from new OpenMic.ai calls

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Openmic + MyCase

Update or create new RingCentral contacts when MyCase persons are added or updated

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MyCase + RingCentral

Create Gmail labels for newly-added MyCase cases
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MyCase + Gmail
Convert new matters in Lawmatics into cases in MyCase
Details
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Lawmatics + MyCase
Create new tasks in MyCase for every new voicemail in RingCentral
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RingCentral + MyCase
Create new MyCase events for every new Acuity Scheduling appointment
Details
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Acuity Scheduling + MyCase
Create MyCase leads from new OpenMic.ai calls
Details
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Openmic + MyCase
Update or create new RingCentral contacts when MyCase persons are added or updated
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MyCase + RingCentral

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Name
  Required
Action
Write

- MyCase Company To Update
  Required
- Email
- Name
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Type
  Required
- Name
  Required
- Path
  Required
- Document
  Required
- Description
- Assigned_date
Action
Write

- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Cost
  Required
- Units
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Person To Update
  Required
- Email
- First_name
- Middle_name
- Last_name
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Called_at
  Required
- Caller_phone_number
  Required
- Message
  Required
- Resolved
  Required
- Call_type
- Call_for
  Required
- Caller
  Required
Action
Write
- MyCase Case To Update
  Required
- Name
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Name
  Required
- Parent_type
  Required
- Field_type
  Required
Action
Write
- Name
  Required
- Description
- Start
  Required
- End
  Required
- All_day
- Private
- Location
- Case
- Required_staff
  Required
- Optional_staff
Action
Write
- Email
- First_name
  Required
- Middle_initial
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- Zip Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
Action
Write
- Type
  Required
- Subject
  Required
- Note
  Required
- Date
  Required
Action
Write
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
- Flat_fee
- Rate
  Required
- Hours
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write

For builders

Let your AI safely access MyCase

Go beyond Zap workflows. Install Zapier in your AI to call MyCase actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in MyCase from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Call
Create Case

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose MyCase actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a MyCase connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "mycase", owner: "me" });

await zapier.runAction({
  app: 'mycase',
  action: 'callCreate',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

MyCase Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn moreLearn moreHelpHelp

Related categories

Productivity

MyCase Integrations

Put MyCase to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create new leads in MyCase for every new invitee in Calendly

Create and update Microsoft Outlook contacts when new or updated people are added in MyCase

Create new leads in MyCase from new submissions in Jotform

Create contacts in Google Contacts for newly added or updated persons in MyCase

Create new MyCase events from new Microsoft Outlook calendar events

Create tasks in MyCase when new or updated leads are added in MyCase

Create new leads in MyCase for every new invitee in Calendly

Create and update Microsoft Outlook contacts when new or updated people are added in MyCase

Create new leads in MyCase from new submissions in Jotform

Create contacts in Google Contacts for newly added or updated persons in MyCase

Create new MyCase events from new Microsoft Outlook calendar events

Create tasks in MyCase when new or updated leads are added in MyCase

Create Gmail labels for newly-added MyCase cases

Convert new matters in Lawmatics into cases in MyCase

Create new tasks in MyCase for every new voicemail in RingCentral

Create new MyCase events for every new Acuity Scheduling appointment

Create MyCase leads from new OpenMic.ai calls

Update or create new RingCentral contacts when MyCase persons are added or updated

Create Gmail labels for newly-added MyCase cases

Convert new matters in Lawmatics into cases in MyCase

Create new tasks in MyCase for every new voicemail in RingCentral

Create new MyCase events for every new Acuity Scheduling appointment

Create MyCase leads from new OpenMic.ai calls

Update or create new RingCentral contacts when MyCase persons are added or updated

Let your AI safely access MyCase

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

MyCase Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular MyCase Integrations

Popular MyCase Integrations

Connect Your App Accounts to Zapier